WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $573,000 | +13.7% | 19,981 | +29.4% | 0.38% | +28.9% |
Q1 2022 | $504,000 | +12.2% | 15,446 | +26.8% | 0.29% | +20.2% |
Q4 2021 | $449,000 | -58.9% | 12,180 | -57.1% | 0.24% | -68.6% |
Q3 2021 | $1,092,000 | +172.3% | 28,397 | +198.2% | 0.77% | +169.2% |
Q2 2021 | $401,000 | +37.3% | 9,523 | +32.7% | 0.29% | +21.2% |
Q1 2021 | $292,000 | -7.9% | 7,176 | 0.0% | 0.24% | +63.9% |
Q4 2020 | $317,000 | – | 7,176 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |